Associate Account Executive, Real Estate

Must have current insurance experience and hold a P&C license.

Position Summary:

This position involves day-to-day responsibilities that require independent judgment and discretion, contributing to the department’s ongoing success.

Essential Functions & Basic Duties:

(This job specification may not include all the duties listed, nor do the examples cover all the duties that may be performed.)

• Ensure that all work product meets or exceeds client expectations
• Work collaboratively and independently with producers and clients to service existing and new accounts
• Evaluate existing coverage and make recommendations to clients as needed
• Responsible for compiling and managing information regarding account renewal, rounding and cross-sell opportunities
• Adherence, compliance and full utilization of all technology tools (i.e. TAM, EPIC, Outlook)
• Ensuring that all relevant documents are attached to EPIC
• Updating policy applications as needed assuring that all are accurate and current
• Achieve objectives and goals as implemented
• Meet service and sales delivery standards
• Perform essential functions to the quality and service standards developed by SterlingRisk
• Mentor Team Associates
• May be assigned special projects from time to time
• Service and monitor assigned accounts
• Provide/coordinate technical and other support to Account Executive, producer, and clients
• Oversee work assigned to Team Associate
• Schedule and attend client meetings
• Coordinate renewal strategy meetings
• Track renewal timeframes to ensure that all are aware of pending dates
• Complete and submit applications to marketing and/or carriers; follow up to ensure timely receipt of quotations and policies in accordance with renewal/expiration list procedures
• Process required supplemental applications and appropriate excess lines forms
• Ensure the accuracy of binders, certificates, policies, audits, endorsements, and other related items
• Determine and implement appropriate billing/financing and processes
• Order, issues, and verify accuracy of proposals completed by others, prepare proposals as directed by account executive, summaries of insurance, schedules, binders, certificates, policies, endorsements, audits and other related items
• Process renewals according to agency procedures
• Act independently when managing and servicing assigned accounts during renewal meetings with clients; includes strategy determination, marketing and carrier negotiations
• Review policy audits; verify accuracy and facilitate corrections as needed
• Identify exposure to loss; recommend appropriate coverage
• Process incoming mail, e-mail and telephone requests; respond promptly and appropriately
• Analyze requests for cancellations; acts accordingly to retain accounts
• Any other duties as requested by management
• Set priorities and manage workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities
• Keep informed regarding industry information, new product information, legislation, coverage and technology to continuously improve knowledge and performance
• Interact with others effectively by utilizing good oral and written communication skills, cooperating purposefully and providing information and guidance as needed to achieve the business goals of SterlingRisk

Supervisory Duties:

• Not applicable for this role

Knowledge, Skills, & Abilities:

• Proficiency in Outlook, Excel, Word, and EPIC
• Knowledge of insurance products, coverages and usage
• Knowledge of insurance markets and reference to markets
• Possess exceptional oral, written, and communication skills
• Detail orientated with strong organizational and presentation skills
• Ability to work well under pressure
• Knowledge of insurance rating and underwriting procedures to proficiently manage and complete insurance tasks associated with the variables of the aviation business
• Ability to recommend solutions and options, and communicate these options both verbally and in writing in a clear, concise manner
• Understanding of client servicing expectations and ability to meet objectives to excel in client servicing procedures and goals
• Continuing education as required by license
• Pursuit of insurance designations

Education and Work Experience:

• College Degree with a minimum of two years’ experience; or
• a minimum of five years insurance experience preferred
• Property & Casualty Broker License
• Experience with EPIC or Applied preferred

Why SterlingRisk?

Salary:

The estimated base salary range for this full-time position is $80,000 – $90,000 annually, plus benefits, and can vary based on location.